Planner
The Planner node variant allows you to plan a to-do or event. It works with the user to schedule a time slot based on the availability configured in the calendar section:
Conversation strategy options
The Planner node allows for four different conversation strategies for choosing a time slot:
directly suggest 1 option
The Bot will directly propose the first available option, to which the user only has to reply yes or no. If answering no, the Bot will propose the next available option.
directly suggest multiple options
The Bot will directly propose a couple of options out of which the user can choose. The user can also ask for more options, after which the Bot will present the next couple of slots.
first ask before suggesting 1 option
The Bot will ask for the user's preferred date and time before proposing an option that comes closest to the user's preference. The user can then answer with either yes or no.
first ask before suggesting multiple options
The Bot will ask for the user's preferred date and time before proposing a couple of options that come close to the user's preference.
The other properties that are configurable in all four variants are almost identical, see the below node properties section for more details.
Node properties
Strategy
Conversation strategy
The way the conversation will elicit the date and time, see above.
Question (multiple choice)
The question text for choosing one of the provided options
Only applicable when the conversation strategy involves proposing multiple options.
Question (one suggestion)
The question text for confirming one proposed option
Applicable when the conversation strategy involves proposing a single option or when the user requested a particular date and time that just needs to be verified.
Try again
The repeat question when unusable input is provided
This is optional
Failed text
The text to show when the proposed option is no longer available
This only happens when an option becomes unavailable between asking for a time and the user confirming it.
Assign to
To assign the planned event to a variable in the conversation
Flow to collect event details
The Flow that is executed to elicit more information from the user just before creating the to-do or Event
For instance to get the name, phone number and reason for the meeting from the user.
Title
The title for the to-do or event to create
Description
The description for the to-do or event to create
Dialog triggers
If the planning requires too many turns, the dialog trigger __ask_max_unknown__ can be used to get users out of the conversation. This way, endless loops can be prevented.
Resources
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